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Financial Consultants in Bethlehem, PA

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61 results found

Wayne Cfa Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAssistant ManagerAdvisorAnalystsManagersSenior ManagerOperations ManagerReviewerControlling SpecialistBudget OfficerControllerFinancial Compliance ExaminerAuditorMaster of Business AdministrationMathematicsMathematician

Experience & Education

Work

Company:
Lehigh valley financial group
Financial advisor
Company:
Morgan stanley smith barney - Allentown, PA
Financial advisor

Skills

Spreadsheet Modeling

Jason Abruzere Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFounderChief ExecutiveFounding MemberAdvisorFiduciaryTrust Law AttorneyLawyersCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Registered Investment Advisor at Abruzere Wealth Management
Title:
President of Abruzere Wealth Management, a Registered Investment Advisor
Location:
Bethlehem, Pennsylvania
Industry:
Investment Management
Work history:
Abruzere Wealth Management Registered Investment Advisorsince Mar 2002Merrill Lynch Financial AdvisorMar 2000 - Mar 2003

Daniel Banks Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFounderChief ExecutiveFounding MemberAdvisorPsychology SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President/Founder at Lehigh Valley Senior Solutions
Title:
President at Lehigh Valley Senior Solutions
Location:
Bethlehem, Pennsylvania
Industry:
Insurance
Work history:
Lehigh Valley Senior Solutions - 35 E. Elizabeth Ave. Bethlehem,PA 18018President/Foundersince Dec 2009Milestone Financial Associates,LLC Insurance/Financial AdvisorAug 2008 - Jul 2010
Skills:
Retirement Planning, Long-term Care, Insurance, Investments, Estate Planning, Strategic Planning,...

Donna Genay Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperRepresentativeBusiness AdministratorManagement AnalystAnalystsManagersMaster of Business AdministrationFinancial OfficerFinancial ManagerProject ManagersOperations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Merrill Lynch - Bethlehem, PAFinancial Advisorsince 2012Professional Sabbatical - Allentown, Pennsylvania AreaSuccessful CPA Candidate2011 - 2011
Skills:
Personal Finance, Investment Advisory, Strategic Thinking, Strategic Planning, Cross-functional...
Certifications:
ITIL Foundations, Pink Elephant
Project Management Masters Certification, Stevens Institute of Technology

Marissa Adorno Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClaims ExaminerInsurance ProfessionalUnderwriterClerical Specialist

Experience & Education

Work

Company:
Penn treaty network america
Long term care claims examiner
Company:
Money management international, inc - Whitehall Township, PA
Financial counselor

Jennifer Bechtel Allentown, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReal Estate Manager

Experience & Education

Work

Company:
Sacred heart hospital - Allentown, PA
Admissions/outpatient registration/billing/collections
Company:
Insurance verification - Bethlehem, PA
Financial advisor

Jim Dickman Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStaff EngineerProfessional EngineerEngineering Specialist

Experience & Education

Position:
Financial Advisor at Lehigh Valley Investment Group
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Lehigh Valley Investment Group Financial Advisorsince 2007Fairchild Semiconductor Staff Engineer1994 - 2005

Marissa Adorno Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClaims ExaminerInsurance ProfessionalUnderwriterClerical Specialist

Experience & Education

Work

Company:
Penn treaty network america
Claims examiner
Company:
Money management international, inc - Whitehall Township, PA
Financial counselor

Stella Desantis Bethlehem, PA

Professions & Specialties

Financial ConsultantPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSenior DirectorVice PresidentManagerSenior ManagerOperations ManagerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorLobby AttendantSales RepresentativeFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantLawyers

Experience & Education

Position:
Senior Director at Oppenheimer & Co.
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Oppenheimer & Co. Senior Directorsince Jun 2013Morgan Stanley - Allentown, Pennsylvania AreaFirst Vice President - Financial AdvisorJan 1996 - Jun 2013

Robert Mcfarland Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Sep 2003

Robert Mineo Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Analyst at Lehigh University Small Business Development Center
Location:
Bethlehem, Pennsylvania
Industry:
Management Consulting
Work history:
Lehigh University Small Business Development Center - Bethlehem, PABusiness Analystsince Aug 2011PNC Financial Services Group - Pittsburgh, PAFinancial ConsultantAug 2007 - Aug 2011

Jonathan Bath Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeAdvisorField RepresentativeCompliance OfficerAgentSales AgentSales RepresentativeTeam MemberSales ExecutiveMaster of SciencePatient Support RepresentativeHealthcare SupportSales ManagerSurgical SpecialistPhysical Education Professors

Experience & Education

Position:
Financial Advisor at Independent
Title:
Independent Financial Advisor
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Independent - Bethlehem, PAFinancial Advisorsince Apr 2013Independence Planning Group - Bethlehem, PAFinancial RepresentativeApr 2012 - Apr 2013

Aaron Gabrielian Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at MFP Strategies
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
MFP Strategies - Bethlehem, Pennsylvania AreaFinancial Advisorsince Nov 2012

Virginia Forest Nazareth, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentOperations ManagerVice PresidentChief ExecutiveManagersAnalysts

Experience & Education

Position:
Financial Advisor Assistant at Northwestern Mutual
Location:
Nazareth, Pennsylvania
Industry:
Financial Services
Work history:
Northwestern Mutual - Center Valley, PAFinancial Advisor Assistantsince Jun 2013Richards, Meli & Associates - Allentown, Pennsylvania AreaParaplannerNov 2011 - Apr 2013
Skills:
Fixed Annuities, Series 7, Microsoft Office, Strategic Planning, Mutual Funds, Retirement, FINRA,...

Michael Tunke Allentown, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
AXA Advisors - Bethlehem, PAFinancial Consultantsince Jul 2003

Joe Goldfeder Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Valley National Financial Advisors
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Valley National Financial Advisors - Bethlehem, PennsylvaniaFinancial Advisorsince May 2006

Kevin Graves Saylorsburg, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Adamski Financial
Title:
Vice President Adamski Financial
Location:
Saylorsburg, Pennsylvania
Industry:
Financial Services
Work history:
Adamski Financial Vice Presidentsince 2011New England Financial - Bethlehem, PAFinancial AdvisorMar 2007 - Sep 2011

Cedric Jacques Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveTutorFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Philadelfrance
Financial advisor devon financial partner
Company:
French tutor

Mark Portnoy Allentown, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGovernment Administration ProfessionalCommunity Service Manager

Experience & Education

Position:
Financial Advisor at AXA Advisors
Title:
Retirement Planning and Wealth Management
Location:
Allentown, Pennsylvania Area
Industry:
Government Administration
Work history:
AXA Advisors - 1525 Valley Center Parkway, Bethlehem, Pa. 18017Financial Advisorsince May 2011

John Hart Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentExecutorTrust Law AttorneyLawyersControllerOperations ManagerVice PresidentChief Executive

Experience & Education

Work

Company:
Private family estate
Trustee, executor & controller
Company:
Merrill lynch - New York, NY
Financial advisor

Michael Master Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDistrict ManagerRegion ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea ManagerManagers

Experience & Education

Work

Company:
Automatic data processing
Retirement services district manager
Company:
Wells fargo advisors
Financial advisor

Manuel Espinel Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject Managers

Experience & Education

Work

Company:
Spx heat transfer inc
Project manager
Company:
Smurfit kappa, valencia
Corporate financial consultant

Quinn Schaffer Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorAdvisor

Experience & Education

Work

Company:
Bank of america merrill lynch
Financial solutions advisor
Company:
Bank of america merrill lynch - Miami, FL
Financial advisor

Kevin Danyi Bethlehem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistSolicitorLawyersChairpersonFounderChief Administrative OfficerChairman of the BoardChief ExecutiveFounding MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerTitle InvestigatorTitle AgentTitle ExaminerFinancial ManagerMarketing ManagerCommunity Service ManagerJuris DoctorSEO SpecialistWeb MarketerGovernment Administration ProfessionalSocial Workers

Experience & Education

Position:
President & Senior Attorney, Founder at Danyi Law Offices, P.C.
Title:
Experienced Tax, Estates, Small Business Attorney to Workers, Business Owners/Execs, & Professionals.
Location:
Bethlehem, Pennsylvania
Industry:
Law Practice
Work history:
Danyi Law Offices, P.C. - Bethlehem, PennsylvaniaPresident & Senior Attorney, Foundersince Oct 1996Zoning Hearing Board of the City of Bethlehem - Bethlehem, PennsylvaniaSolicitor1990 - 2002
Skills:
Public Speaking, Teaching Professionals, Tax Law, Estate & Gift Tax, Legal Writing, General...
Certifications:
CLU (Chartered Life Underwriter), American College, Bryn Mawr
ChFC (Chartered Financial Consultant), American College, Bryn Mawr

Ray Midlam Allentown, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentProduce ManagerVice President of SalesManagerChief ExecutiveProduction ManagerSales ManagerOperations ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerFinancial OfficerFinancial ManagerSales and Service SpecialistSales AgentSales RepresentativeTeam Member

Experience & Education

Position:
Vice President, Planning and Business Development at St. Luke's Hospital
Location:
Allentown, Pennsylvania Area
Industry:
Hospital & Health Care
Work history:
St. Luke's Hospital - Bethlehem, PAVice President, Planning and Business Developmentsince Jan 2012Olympus Endoscopy Product ManagerAug 2010 - Dec 2011
Skills:
New Business Development, Financial Management, Marketing Strategy, Strategic Planning, Financial...
Financial Consultant at Sage Financial Group

Beth Blasco Allentown, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief Executive OfficerChief ExecutiveOperations ManagerCorporate ExecutiveVolunteerOrganization ManagementNon-ProfitAccount ManagerProject ManagersRecognitionGuidePhilanthropeTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSergeant First ClassCustomer ServiceClient Service OfficerSales AgentSales Representative

Experience & Education

Position:
Development Officer at Easter Seals Eastern PA
Location:
Allentown, Pennsylvania Area
Industry:
Nonprofit Organization Management
Work history:
Easter Seals Eastern PA - Easter Seals Eastern PADevelopment Officersince Nov 2009United Way of the Greater Lehigh Valley - Bethlehem, PAAccount ManagerOct 2004 - Oct 2009
Skills:
Fundraising, Organizational Development, Military, Meeting Planning, Office Administration, Retail, ...
and organize approximately 20 regional financial advisor training sessions annually

Lisa Somers Bethlehem, PA

Professions & Specialties

Vice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President/Investments - Stifel at Stifel Financial Corp.
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Bethlehem Valley, PennsylvaniaVice President/Investments - Stifelsince Sep 2009UBS Wealth Management - Bethlehem, PennsylvaniaVice President-InvestmentsNov 2000 - Sep 2009
Financial Advisor at PaineWebber

Raymond Jr. Bethlehem, PA

Professions & Specialties

Facilities SupervisorCoordinatorFacility ManagerFacilities SpecialistConstructionManagers

Experience & Education

Work

Company:
Just born, inc
Planning, allocations, & facilities supervisor
Company:
Just born, inc. - Bethlehem, PA
Planning, allocations, & facilities coordinator

Skills

Analytical, Organized, Leadership, Cross-Functional Teamwork, Forecasting, Supply Chain, Inventory...

Joseph Perrotta Allentown, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial OfficerFinancial ManagerFounding MemberMaster of ScienceAdvisorTeam MemberProperty ManagerReal Estate Manager

Experience & Education

Position:
Owner/Principal at Apple Tree Wealth Management, Board of Directors at Family Answers
Title:
Owner/Principal at Apple Tree Wealth Management
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Apple Tree Wealth Management - Bethlehem, PAOwner/Principalsince Jan 2012Family Answers - Allentown, PABoard of Directorssince Apr 2013
Financial Advisor at Morgan Stanley Smith Barney

Nicholas Pitsilos Bethlehem, PA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerSales AgentSales RepresentativeFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperCounter ManagerAgentAdvisorIndependent ContractorSupporting MemberSupervisorWarehouse ManagerContractorTeam MemberManagersWarehousing ManagerWarehousing ProfessionalStockerStock ClerkMaster of Business AdministrationBachelor of ScienceDirector of OperationsOperations ManagerAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Account Manager at Meier & Dutch Wholesale Cigar
Location:
Bethlehem, Pennsylvania
Industry:
Tobacco
Work history:
Meier & Dutch Wholesale Cigar Account Managersince Nov 2012Cigars International - Bethlehem PaInside Sales RepAug 2011 - Nov 2012
Financial Advisor at Legg Mason Wood Walker

Aaron Bisbing Allentown, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness AnalystProject ManagerAnalystAnalystsFinancial AnalystProject ManagersManagersAccounting BookkeeperBookkeeperBachelor of Science

Experience & Education

Position:
Business Analyst at SEI
Location:
Allentown, Pennsylvania Area
Industry:
Medical Devices
Work history:
SEI - Oaks, PABusiness Analystsince Jun 2012B.Braun Medical - Bethlehem, PAFinancial AnalystSep 2010 - Dec 2011
Financial Advisor at Ameriprise Financial Services

Michael Hitcho Bethlehem, PA

Professions & Specialties

OwnerChief ExecutiveSupporting MemberIndependent ContractorTeam MemberContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Hitcho Insurance Agency, Associate at Financial Sources Inc.
Title:
Owner of Hitcho Insurance
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Hitcho Insurance Agency - www.hitchoinsurance.comOwnersince Jul 2004Financial Sources Inc. Associatesince Jun 2004
Financial Advisor at Foresters

Joshua Gebec Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEngineerRepresentativeApprenticeModeratorAdvisorRestaurant ServerFood ServerAssistant Vice PresidentVice PresidentChief ExecutiveDeanHigher Education ProfessionalSchool AdministratorEducational ManagerStudent Worker

Experience & Education

Position:
Engineer at US Army
Location:
Bethlehem, Pennsylvania
Industry:
Military
Work history:
US Army Engineersince Sep 2011State Farm Insurance Multi-Line RepresentativeAug 2010 - Aug 2011

Jim Edwards Bethlehem, PA

Professions & Specialties

PartnerFinancial DirectorChief Administrative OfficerChief ExecutiveFinancial OfficerFinancial ManagerSupplierAgentSales AgentServices ProfessionalSales and Service SpecialistSales RepresentativeFiduciaryTrust Law AttorneyLawyersRepresentativeFinance and Accounting SpecialistAuditorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Partner and Chief Financial Officer at MFP Strategies
Title:
Partner, MFP Strategies
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
MFP Strategies - Bethlehem, PennsylvaniaPartner and Chief Financial Officersince Apr 2000KPMG AuditorAug 1998 - Apr 2000
Financial Advisor Network,FAN,

Denise Kowitz Bethlehem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveAdjunct InstructorAssociate ProfessorLecturerPostsecondary TeacherHuman Resources SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerTax PreparerTax AccountantMaster of Business AdministrationGeneral EducationBusiness AdministratorSupporting MemberTeam MemberMathematicsMathematicianComputer Systems Administrator

Experience & Education

Position:
Managing Director, Operations at MFP Strategies, Adjunct Faculty Member at Moravian College
Title:
Managing Director, Operations at MFP Strategies
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
MFP Strategies - Bethlehem, PAManaging Director, Operationssince Aug 2008Moravian College Adjunct Faculty Membersince Jan 2008
Senior Financial Advisor at Keystone Financial Management

Marilee Falco Allentown, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerOperations Manager

Experience & Education

Position:
Financial Strategist at JoycePayne Partners
Title:
CERTIFIED FINANCIAL PLANNER, Financial Strategist at JoycePayne Partners
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
JoycePayne Partners - Bethlehem, PAFinancial Strategistsince Mar 2011Sovereign Bank Certified Financial PlannerMay 2010 - Mar 2011
Certifications:
Chartered Financial Consultant ChFC, American College

Michael Jernegan Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorProject ManagerAdvisorManagerOperations ManagerProject ManagersManagersCorporate ExecutiveChief ExecutiveMaster of Social WorkBachelor of ScienceSocial WorkersPsychology Specialist

Experience & Education

Work

Company:
Allentown school district - Allentown, PA
Home and school visitor
Company:
Home and school visitor, allentown school district
Counselor/teacher/project manager - summer leadership academy

Skills

Educational Specialist I: Home and School Visitor 2014 Commonwealth of Pennsylvania...

Richard Ortiz Allentown, PA

Professions & Specialties

Financial ConsultantFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
AVP, Business Line Financial Management at Sovereign Bank
Location:
Allentown, Pennsylvania Area
Industry:
Banking
Work history:
Sovereign Bank - Wyomissing, PAAVP, Business Line Financial Managementsince Jun 2005Sovereign Bank - Bethlehem, PASr. Branch ManagerJul 2004 - Jun 2005
Skills:
Banking, Commercial Banking, Loans, Credit, Commercial Lending
Financial Advisor at Lehigh Valley Financial Group

Kristen Gardiner Bethlehem, PA

Professions & Specialties

Substitute TeacherEducatorEducation ProfessionalInstructorIndependent ContractorCounselorContractorAdvisorCopywriterPublicity WriterAuthorIndependent Business OwnersHigh School TeacherSecondary School TeacherChief Executive

Experience & Education

Work

Company:
Bethlehem area school district
Substitute teacher
Company:
None
Independent contractor / freelance copywriter and social media advertising consultant

Erman Tasci Allentown, PA

Professions & Specialties

Vice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Merrill Lynch , Bank of America, Vice President-Investments at Merrill Lynch
Title:
Vice President Investment,Merrill Lynch
Location:
Allentown, Pennsylvania Area
Industry:
Financial Services
Work history:
Merrill Lynch , Bank of America - Bethlehem, PAVice Presidentsince 2005Merrill Lynch Vice President-Investmentssince 2005
Financial Advisor at Morgan Stanley

Kris Talsania Bethlehem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarketing ConsultantMarket AnalystMarket Research AnalystIndependent ContractorAnalystContractorAnalystsIndependent Business OwnersTechnical CommunicatorAuthorProject Managers

Experience & Education

Work

Company:
Glemser technologies
Business and solutions delivery analyst (trackwise team)
Company:
Self-employed - Bethlehem, PA
Business operations and marketing consultant

Skills

Project Management, Business Analysis

Rino Scotto-dicesare Bethlehem, PA

Professions & Specialties

Vice PresidentChief ExecutiveData AnalystData Entry SpecialistData ScientistOperations Manager

Experience & Education

Work

Company:
Bank of new york mellon
Vice president
Company:
Bloomberg financial markets
Data analyst

Devon Robinson Bethlehem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberTeam LeaderOperations ManagerVice PresidentChief ExecutiveBachelor of ArtsSales Representative

Experience & Education

Work

Company:
Blackrock
Investment management associate / team leader
Company:
Fred alger & company, inc - New York, NY
Regional marketing associate

Ayad Amary Bethlehem, PA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagerOperations Manager

Experience & Education

Work

Company:
The vanguard group
Investment consultant
Company:
Legend securities - New York, NY
Trader / manager

Skills

SalesforceCRM, Business Acumen, Financial Markets, Management, Microsoft Office (Excel, PowerPoint, ...

Matthew Gugliandolo Breinigsville, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProduction SupervisorSales ManagerSales DirectorProduction DirectorProduction ManagerBachelor of Science

Experience & Education

Work

Company:
Feather river door co - Breinigsville, PA
Production supervisor
Company:
Ameristar energy, llc - Perkasie, PA
Sales manager

Jeffry Hoskavich Bethlehem, PA

Professions & Specialties

Credit ManagerLoan OfficersFinancial Services Sales AgentAccounts Receivable ManagerCredit AnalystAccounts Receivables SpecialistAccounts ReceivableLoan Accountant

Experience & Education

Work

Company:
First savings bank of perkasie
Credit analyst ii
Company:
Lehigh-hanson aggregates - Allentown, PA
Portfolio credit manager

John Kiefer Bethlehem, PA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCredit AnalystLoan AccountantFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Mcqueen, ball and associates - Bethlehem, PA
Portfolio manager / investment analyst
Company:
Quakertown national bank - Quakertown, PA
Credit analyst

Rui Liu Bethlehem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentResearch AssistantResearcherSurvey ResearcherApprenticeStudent WorkerVolunteerManagersNon-ProfitMaster of ScienceBachelor of Science

Experience & Education

Work

Company:
Lehigh university
Research assistant
Company:
Barclays capital - Hong Kong, Hong Kong Island
Structure team summer intern

Paulina Diaz Bethlehem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBartenderTeam LeaderOperations ManagerReceptionistFront Desk ClerkFront Office Receptionist

Experience & Education

Work

Company:
Wave nightclub
Bartender
Company:
Lehigh marketing concepts
Team leader

Latisha Adamu Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberReceptionistFront Desk ClerkTeam MemberFront Office ReceptionistNursing AssistantNursing AideNurseNurse PractitionerCashier

Experience & Education

Work

Company:
Lowe's
Company:
Retail (logistics) - Bronx, NY



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